We use groups in monday.com for project tracking, and I’d like to create a Monday Doc that includes project details and the table widget so clients can view live updates. However, I’ve found that when you make a Doc public, the board data and widgets don’t display. We don’t want to add clients as members, so using dashboards is not an option.
Is there a way to share a live, view-only version of a work plan (including status updates) via a public link, without needing to add external users to the account?
Hey you can use OnlyForm app you can make all the fields “view only” and form is always in sync with you monday item, you can embed images and your file column is also viewable
Not very concerned about it being overly live, every few days would be fine.
But as we use the table widget to insert our project tracking into the monday doc, it doesn’t export very well. The widget has an expansion limit, and exporting to pdf wouldn’t display everything.
We are currently sending workplans to client by recreating them in a word document, but since our actual project tracking is done in monday, it would be nice to skip this step, and only have one work plan, in one place.
Looking for tips & advice on providing more visibility to my clients during implementations in remote settings where email and video calls are not enough.